BAI Featured Innovation

Financial advice in retail banking

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Access to high-quality financial advice is changing rapidly. By leveraging digital technology to provide advice experiences not previously possible, retail banking can emerge from a traditionalist product-focused mindset to a needs-driven, advice-first model of sales and service that delights customers and propels a flywheel of growth, retention, and loyalty. Learn how transformative digital experiences are propelling this dramatic shift in personal financial advice throughout retail banking.